Position in CURV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$924
+$744 QoQ
Shares Held
520
+181.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 81 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CURV Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $5,605,368 across 21 Apparel Retail names. CURV ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
18,738 | $2,992,451 | |
| 2 | ROST |
Ross Stores, Inc.
|
3,464 | $750,401 | |
| 3 | BURL |
Burlington Stores, Inc.
|
2,292 | $745,764 | |
| 4 | LULU |
lululemon athletica inc.
|
3,062 | $468,786 | |
| 5 | GAP |
Gap Inc
|
11,284 | $273,068 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
1,886 | $172,317 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
2,870 | $47,926 | |
| 8 | BKE |
Buckle Inc
|
923 | $46,478 |
All Filings in CURV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $924 | 520 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $180 | 185 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $268 | 91 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $224 | 41 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $78 | 15 | Shares | Sole | 2025-02-10 | |
| 2023-06-30 | $2,430 | 865 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,771 | 865 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,470 | 2,186 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||